See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,414 | $51,045-48.3% | $70,515-62.5% | $71,457-63.0% |
| Participation rate | 50.0% | 59.4%-9.4pp | 68.3%-18.3pp | 67.9%-17.9pp |
| Annual return | 14.35% | 42.63%-28.3pp | 32.77%-18.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,309 | $1,790-26.9% | $2,973-56.0% | $2,588-49.4% |
| Participant deferral / active EE | $2,457 | $3,026-18.8% | $4,567-46.2% | $4,289-42.7% |
| Admin fee / account holder | $2,494 | $1,994+25.1% | $6,412-61.1% | $1,587+57.1% |